SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp broad-market selloff, with traders linking pressure to fears that post-midterm AI regulation could slow data-center investment and weighing broader tech and semiconductor weakness, is dominating SPY discussion. Bears warn of further downside, while dip buyers call the drop overdone and look for a rebound.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias steep selloff is tied to broader AI and semiconductor weakness as traders fear the election outcome could bring tighter restrictions or delays for data-center construction, threatening the pace of AI infrastructure spending. The community is split between viewing the drop as panic and a buying opportunity and worrying that slower buildout could expose an AI-investment bubble.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy selling pressure as traders worry that political pushback against data centers could slow AI infrastructure spending, adding to concerns that the AI trade is overvalued and vulnerable to forced selling. The community is split between seeing a deeper AI-led unwind and viewing the drop as an overreaction that may draw dip buyers.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid fears that AI infrastructure spending could slow and speculation about political pushback on data centers, has hammered the 3x leveraged SOXL fund. Traders debate whether the drop signals an AI-bubble unwind or an overreaction, while many try to buy the dip and others warn of further losses amplified by leverage.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys rejection of Trian Partners takeover proposal and adoption of a limited-duration shareholder rights plan dominate discussion, with many traders calling the bid too low and hoping for a higher offer. Others question the companys weak sales and turnaround prospects, while speculation about a short squeeze remains prominent.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

A steep selloff ahead of the earnings report has put AAOIs results and outlook at the center of discussion, amid broader worries about AI infrastructure spending and photonics stocks. Traders are split between buying the pullback in anticipation of strong results and expecting further losses if the report or guidance disappoints.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention ahead of its quarterly report, with traders focused on reported delays at its Texas data-center buildout tied to Microsoft and whether management can offer credible execution and guidance. Bearish traders fear further weakness amid pressure on AI infrastructure stocks and political uncertainty, while bulls argue the selloff is overdone and hope for reassuring results.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders worry that new AI regulation and possible data-center restrictions could slow infrastructure spending and chip demand. The community is split between dip buyers citing persistent memory demand and strong fundamentals, and bears expecting further declines amid AI-trade fears and forced selling.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is caught in a sharp semiconductor and AI-stock selloff as traders worry that a Democratic sweep and potential data-center restrictions could slow AI infrastructure spending, despite the companys strong results and outlook. The community is split between dip buyers who see the decline as an overreaction and bears who warn that AI spending may cool and valuations remain stretched.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A sharp broad-market selloff has put VOO in focus, with traders attributing the drop to political uncertainty and a possible unwind in AI and technology stocks. Reactions are split between dip-buyers and investors warning of a deeper downturn.

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Bitcoin Breaks Below $76K, Wiping Out Over $1B Crypto Bets: MSTR, BMNR, CRCL, COIN Stocks Tumble Double Digits

Cryptocurrency

Ethereum, Solana, Ripple’s XRP, and Dogecoin saw a steeper drop than Bitcoin in the last 24 hours amid the crypto sell-off.

Circle Stock Heads For Steepest One-Day Drop Since June – Wall Street Cuts Price Targets

Equity

Multiple analysts, including JPMorgan, Wells Fargo and Goldman Sachs, cut their price targets on Circle, while Compass Point upgraded the stock to 'Buy.'


CRCL Q3 Earnings Call Highlights Payment Growth and Arc Strategy

Circle's Q3 earnings beat estimates as payment volumes surged and Arc adoption expanded, but reserve income declines and distribution costs pose challenges.

Circle CEO Backs Binance Despite $6.3 Billion Hack: 'Remains an Extraordinarily Powerful Platform' With 'Incredibly Strong' Reach

Circle Internet Group Inc. CEO Jeremy Allaire on Wednesday, November 4, defended Binance after the $6.3 billion hack, adding that the company's partnership with the cryptocurrency exchange remains strategically important.read more...

Circle Internet Cuts 5% of Staff, Beats Estimates: What's Weighing on the Stock?

Circle Internet Group shares are trading lower Wednesday after it reported Q3 results and disclosed a workforce reduction of about 5%.read more...

Compared to Estimates, Circle Internet Group, Inc. (CRCL) Q3 Earnings: A Look at Key Metrics

Although the revenue and EPS for Circle Internet Group, Inc. (CRCL) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Circle Internet Group, Inc. (CRCL) Tops Q3 Earnings and Revenue Estimates

Circle Internet Group, Inc. (CRCL) delivered earnings and revenue surprises of +100.00% and +7.96%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Circle Internet Group Bottom Line Climbs In Q3

(RTTNews) - Circle Internet Group (CRCL) revealed a profit for its third quarter that Increased, from the same period last year...

Circle Reports Third Quarter 2026 Results

Circle Internet Group, Inc. (NYSE: CRCL) today announced results for the third quarter of fiscal year 2026. Financial Highlights (Q326 vs. Q325) Average USDC in circulation of $73.3 billion increased 8% year-over-year; USDC onchain transaction volume in Q326 of $13.9 trillion grew 49...

Circle Internet Gears Up to Report Q3 Earnings: What's in Store?

Circle Internet heads into Q3 earnings with rising USDC adoption and payment activity, but lower reserve yields and higher expenses are likely to have pressured profitability.

$CRCL Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.84 up 31.25% YoY
• Reported revenue of $864.89M up 16.91% YoY
• Circle maintained FY 2026 guidance of Other Revenue at $310M, RLDC Margin at 41.7-43.7%, and Adjusted Operating Expenses at $570M; multi-year USDC in Circulation guidance remains 40% CAGR.

Stocktwits

Circle

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.84 up 31.25% YoY
• Reported revenue of $864.89M up 16.91% YoY
• Circle maintained FY 2026 guidance of Other Revenue at $310M, RLDC Margin at 41.7-43.7%, and Adjusted Operating Expenses at $570M; multi-year USDC in Circulation guidance remains 40% CAGR.

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Stocktwits Earnings

• Reported GAAP EPS of $0.84 up 31.25% YoY
• Reported revenue of $864.89M up 16.91% YoY
• Circle maintained FY 2026 guidance of Other Revenue at $310M, RLDC Margin at 41.7-43.7%, and Adjusted Operating Expenses at $570M; multi-year USDC in Circulation guidance remains 40% CAGR.

Circle's Reserve Income decreased 8% as Reserve Return Rate declined 61 bps; operating expenses increased 16%, while intense and increasing competition and yield-bearing digital assets may reduce market demand for Circle stablecoins.

Circle's average USDC in circulation increased 8% year-over-year and onchain transaction volume grew 49% year-over-year, launched Arc public mainnet with 100+ builders, and Tazapay brings $25B annualized payment volume and payout rails across 100+ markets.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Bearish Sentiment

<ul><li>Crypto critic Peter Schiff renewed calls of a ‘<a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> bubble’, stating that it was being understated with investors’ attention focused on the AI trade.</li><li>Analyst Ted Pillows identified Congresswoman Yassamin Ansari’s post, in which she called for an AI pause to become a priority of the Democratic agenda, as one of the catalysts.</li><li>Around&nbsp;$1.08 billion was liquidated in the last 24 hours, with long positions accounting for&nbsp;$954 million of the&nbsp;wipeout.</li></ul>Bitcoin (BTC) fell below $76,000 in afternoon trade on Thursday amid the broader tech selloff on the equities side, triggering more than $1 billion in liquidations and dragging down crypto stocks.Michael Saylor-backed Strategy (MSTR), Tom Lee’s Bitmine Immersion Technologies (BMNR), Circle (CRCL), and Coinbase (COIN) each fell more than 10%. Meanwhile, shares of Bitcoin miners, most in the midst of pivoting into neoclouds, fell by as much as 20% on Thursday.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> dropped over 5% in the last 24 hours to around $75,900 at the time of writing, hitting over one-month lows. According to Koyfin data, the apex cryptocurrency was on track to log the biggest single-day slide since June.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261105_012737303_7a56f5bcc6.png" alt="koyfin_20261105_012737303.png" width="2400" height="1240"><figcaption>Bitcoin’s daily gains/loss year-to-date as of November 5 at 1:15 p.m. ET | Source:&nbsp;Koyfin</figcaption></figure><h2 class="st-heading-2">Altcoins Take A Bigger Hit Than Bitcoin</h2>While Bitcoin faced steep losses, major altcoins were hit even harder. Ethereum (ETH), Solana (SOL), and Dogecoin (DOGE) each dropped more than 6% in the last 24 hours, while Ripple’s XRP (XRP) fell over 5%.&nbsp;The overall cryptocurrency market tracked Bitcoin’s slide, logging a drop of 5.2% in the last 24 hours to around $2.6 trillion. Liquidations topped&nbsp;$1.08 billion, according to Coinglass data. It showed that long positions, traders betting on Bitcoin's price to rise, accounted for the majority of the forced unwinds at over&nbsp;$954 million.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_05_141337_f510f06076.png" alt="Screenshot 2026-11-05 141337.png" width="1082" height="686"><figcaption>Crypto liquidations over the past 24 hours on November 5 at 1:15 p.m. ET | Source: CoinGlass</figcaption></figure><h2 class="st-heading-2">Crypto Stocks Tumble</h2>The tech slump combined with the drop in Bitcoin weighed heavily on large-cap crypto equities.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> fell over 10%, on track to log its worst day in nine months. On Stocktwits, retail sentiment around the largest corporate holder of Bitcoin trended in ‘extremely bearish’ territory over the past day, with chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261105_010009611_f8a0478ce8.png" alt="koyfin_20261105_010009611.png" width="2400" height="1240"><figcaption>MSTR stock daily gains/losses year-to-date as of November 5 at 1:15 p.m. ET | Source: Koyfin</figcaption></figure>Similarly,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR stock</a> fell over 12%, also on track to log its worst day in nine months. However, on Stocktwits, retail sentiment around the Ethereum treasury trended in ‘bullish’ territory over the past day, accompanied by ‘normal’ levels of chatter.<a href="https://stocktwits.com/symbol/COIN">COIN stock</a> fell around 10%, while&nbsp;<a href="https://stocktwits.com/symbol/CRCL">CRCL stock</a> dropped 12.5%. Brokerage Robinhood (HOOD) wasn’t spared from the tech selloff either.&nbsp;<a href="https://stocktwits.com/symbol/HOOD">HOOD stock</a> fell around 12% in afternoon&nbsp;trading.Bitcoin miners fell hardest. Keel Infrastructure (KEEL) fell over 20% to a 14-month low after its third quarter (Q3) results showed that it had sold off all of its Bitcoin, but didn’t have any new data&nbsp;center&nbsp;leases under its belt yet. Cleanspark (CLSK) dropped 16.5%, while Cipher Digital (CIFR) fell 15.9%, and TeraWulf (WULF) fell around 14%. All three are former Bitcoin miners pivoting into the data center infrastructure sector.<h2 class="st-heading-2">Why Is Crypto Falling?</h2>The drop in cryptocurrencies came alongside the tech-heavy Nasdaq falling into&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/el-erian-stock-market-is-overdoing-ai-fears-nasdaq-enters-correction-territory/cNG1Y8WR94K">correction territory.</a> The index was down over 5% in afternoon trade on Thursday, putting it on track for its worst session since April 2025 and pushing it more than 10% below the record it reached last month.&nbsp;&nbsp;According to gold bug and long-time Bitcoin critic Peter Schiff, the selloff exposed what he called a “Bitcoin bubble,” while investors were too focused on the AI trade.“The biggest difference between the two is that while AI has actual value, Bitcoin has none,” Schiff said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2118401574653534499">post</a> on&nbsp;X.&nbsp; “The midterms supplied the final pin. Sell now before the air comes gushing out.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_05_142009_0263754f7e.png" alt="Screenshot 2026-11-05 142009.png" width="926" height="462"><figcaption>Source: @PeterSchiff/X</figcaption></figure>Meanwhile, crypto analyst Ted Pillows&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TedPillows/status/2118403208842248518">said</a> one of the reasons that the market was crashing was Representative Yassamin Ansari’s (D-AZ)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RepYassAnsari/status/2118054336077127797">post</a> on X calling for a “pause on advanced AI development” to be the first priority of the Democratic agenda.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_05_142022_a308aa1cf5.png" alt="Screenshot 2026-11-05 142022.png" width="922" height="306"><figcaption>Source: @RepYassAnsar/X</figcaption></figure><h2 class="st-heading-2">Crypto Traders Debate Bitcoin’s Next Move&nbsp;</h2>BTC was the top trending crypto ticker on Stocktwits at the time of writing. Retail sentiment around the apex cryptocurrency on the platform trended in ‘bearish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;Some traders viewed the decline as a temporary pullback within a broader uptrend, while others compared the broad selling across markets to the sharp, widespread declines seen during the early stages of the Covid-19 pandemic.<stembedurl>https://stocktwits.com/StockHunter75/message/668301408</stembedurl><stembedurl>https://stocktwits.com/Counting_My_Lucky_Stars/message/668273937</stembedurl>Bitcoin’s price is now down nearly 40% for the year, and has slipped around 25% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/el-erian-stock-market-is-overdoing-ai-fears-nasdaq-enters-correction-territory/cNG1Y8WR94K">El-Erian Says Stock Market Is ‘Overdoing It’ On AI Fears As Nasdaq Enters Correction Territory</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin symbol is seen on the kiosk in Krakow, Poland on February 20, 2026. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Bitcoin (BTC) fell below $76,000 in afternoon trade on Thursday amid the broader tech selloff on the equities side, triggering more than $1 billion in liquidations and dragging down crypto stocks.

MSTR, BMNR, CRCL, COIN Stocks Tumble Double Digits As Bitcoin Breaks Below $76K, Wiping Out Over $1B Crypto Bets

BitMine Immersion Technologies Inc

Coinbase Global Inc

iShares Bitcoin Trust ETF

Strategy

$OUST

$BSX

$ALAB

$CRCL

Which of these trending stocks are you most bullish on right now?

Current Price	$69.58
Prev Close	$76.12
Open	$73.64
Dividend Yield	0.00%
50-Day Moving Average	$86.38
Beta	2.72
Avg. Volume	10.11M
PE Ratio	45.81

52-Week High	$140.00
52-Week Low	$49.90
Market Capitalization	$19.41B
EPS (Annual)	-$0.2869
Price to Book	5.47
Revenue Per Employee	$2.5M

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